Search Results for Finance. - Narrowed by: Wealth Management.

The quest for legitimacy : how children of prominent families discover their unique place in the world

2026-01-20T19:28:26Z

Author Weiner, Jamie, author.
Preferred Shelf Number BF637 .S4 W444 2022
Electronic Access https://onlinelibrary.wiley.com/doi/book/10.1002/9781394320523
Format: Electronic Resources
Availability Online Library~1

Wealth of wisdom : top practices for wealthy families and their advisors

2026-01-20T19:28:26Z

Author McCullough, Tom (Financial planner), editor. Whitaker, Albert Keith, editor.
Preferred Shelf Number HG179 .W43 2022
Electronic Access https://onlinelibrary.wiley.com/doi/book/10.1002/9781119827917
Format: Electronic Resources
Availability Online Library~1

Alphabrain : how a group of iconoclasts are using cognitive science to advance the business of alpha generation

2026-01-20T19:28:26Z

Author Duneier, Stephen, 1967- author.
Preferred Shelf Number HG4515.15 .D86 2019
Electronic Access https://onlinelibrary.wiley.com/doi/book/10.1002/9781119335900
Format: Electronic Resources
Availability Online Library~1

Passing the torch : preserving family wealth beyond the third generation

2026-01-20T19:28:26Z

Author Alberts, Ilze, 1958- author.
Preferred Shelf Number HG179 .A399 2018
Electronic Access https://onlinelibrary.wiley.com/doi/book/10.1002/9781119486466
Format: Electronic Resources
Availability Online Library~1

Client psychology

2026-01-20T19:28:26Z

Author Chaffin, Charles R., editor.
Preferred Shelf Number HG179.5 .C55 2018
Electronic Access https://onlinelibrary.wiley.com/doi/book/10.1002/9781119440895
Format: Electronic Resources
Availability Online Library~1

More than money : a guide to sustaining wealth and preserving the family

2026-01-20T19:28:26Z

Author Cole, Michael, 1960- author.
Preferred Shelf Number HG179
Electronic Access https://onlinelibrary.wiley.com/doi/book/10.1002/9781119264835
Format: Electronic Resources
Availability Online Library~1

Building wealth through venture capital : a practical guide for investors and the entrepreneurs they fund

2026-01-20T19:28:26Z

Author Batterson, Leonard A., 1944- author. Freeman, Kenneth M., 1949- author.
Preferred Shelf Number HG4751
Electronic Access https://onlinelibrary.wiley.com/doi/book/10.1002/9781119409380
Format: Electronic Resources
Availability Online Library~1

Communication essentials for financial planners : strategies and techniques

2026-01-20T19:28:26Z

Author Grable, John E., author. Goetz, Joseph W. (Professor of financial planning), author.
Preferred Shelf Number HG179.5
Electronic Access https://onlinelibrary.wiley.com/doi/book/10.1002/9781119350804
Format: Electronic Resources
Availability Online Library~1

Beyond smart beta : index investment strategies for active portfolio management

2026-01-20T19:28:26Z

Author Kula, Gökhan, 1976- author. Raab, Martin, author. Stahn, Sebastian, 1986- author.
Preferred Shelf Number HG4529.5
Electronic Access https://onlinelibrary.wiley.com/doi/book/10.1002/9781119395263
Format: Electronic Resources
Availability Online Library~1

The cross-border family wealth guide : advice on taxes, investing, real estate, and retirement for global families in the U.S. and abroad

2026-01-20T19:28:26Z

Author Fisher, Andrew, 1971- author.
Preferred Shelf Number HG179 .F53378 2017 EB
Electronic Access https://onlinelibrary.wiley.com/doi/book/10.1002/9781119234302
Format: Electronic Resources
Availability Online Library~1

The complete direct investing handbook : a guide for family offices, qualified purchasers, and accredited investors

2026-01-20T19:28:26Z

Author Rosplock, Kirby, 1974- author.
Preferred Shelf Number HG4521
Electronic Access https://onlinelibrary.wiley.com/doi/book/10.1002/9781119094746
Format: Electronic Resources
Availability Online Library~1